Corvex Management took new positions in Salesforce (CRM), Union Pacific (UNP) and The Walt Disney (DIS), trimmed its positions in Dollar Tree (DLTR) and MGM Resorts International (MGM), while exiting ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. It’s the American autumn nightmare: the TV goes dark, mid-football game. Something like that recently happened ...

Disney has a history of making big-time pivots and acquisitions to adjust with the times. Alphabet recognizes that AI is redefining internet search, and it can’t sit on its hands. This adaptability ...

Alphabet is embracing generative AI, even if it means Google Search may no longer be as dominant as it once was. Alphabet's rally showcases the power of changes in investor sentiment. The investment ...

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has been one of the most fascinating megacap growth stocks this year. In June, it was badly underperforming the S&P 500 and many of its peers. But the stock has ...